Browse
Getting Started
Roles & Permissions
Time Tracking
Invoices & Payments
Estimate Form Wizard
Accounting Engine
Accounts Receivable
Client Credits
A/R Aging
Collections
Statements
Report Interpretation
Profit & Loss
Balance Sheet
Trial Balance
A/P Aging
Storage & Files
Billing & Subscriptions
Real Estate Plan
RE Settlements Workflow
RE Commission Splits
RE Reporting
RE Follow-ups & Pipeline
RE Access Controls
Ops Console
Production Runbook
FAQ
EZ360PM supports an S3-first posture (recommended for production):
Direct uploads (presigned POST)
- Expense receipts upload directly to S3 to avoid large uploads through the web dyno.
- Project files upload directly to S3 with tenant/permission checks performed before issuing presign policy.
Private downloads
- Receipts and project files are private by default.
- Downloads use short-lived signed URLs (querystring auth).
Ops verification
Use Ops → Storage to run smoke tests and complete the Production Readiness checklist before going live.